+601.6%
VLO vs BN
+35.3%
+566.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -2.6% | +5.9% | +4.0% |
| 7D | +5.8% | -1.2% | +6.9% | +6.1% |
| 30D | +28.3% | -10.9% | +39.3% | +32.8% |
| 3M | +48.7% | -11.1% | +59.8% | +53.5% |
| 6M | +71.9% | -4.4% | +76.3% | +71.2% |
| YTD | +138.7% | -14.1% | +152.8% | +145.8% |
| 1Y | +148.5% | -11.1% | +159.5% | +151.5% |
| 3Y | +192.7% | +75.6% | +117.1% | +124.1% |
| 5Y | +601.6% | +35.8% | +565.8% | +478.8% |
| All | +601.6% | +35.3% | +566.3% | +478.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded BN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling